Guggenheim Capital’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.7M | Sell |
97,000
-7,511
| -7% | -$3.8M | 0.35% | 57 |
|
|
2025
Q4 | $59.2M | Buy |
104,511
+6,268
| +6% | +$3.34M | 0.42% | 40 |
|
|
2025
Q3 | $43.9M | Buy |
98,243
+2,780
| +3% | +$1.33M | 0.32% | 60 |
|
|
2025
Q2 | $51.9M | Buy |
95,463
+19,163
| +25% | +$10M | 0.41% | 46 |
|
|
2025
Q1 | $37.8M | Sell |
76,300
-23,976
| -24% | -$13.3M | 0.35% | 61 |
|
|
2024
Q4 | $52.3M | Buy |
100,276
+2,739
| +3% | +$1.43M | 0.42% | 42 |
|
|
2024
Q3 | $47.9M | Sell |
97,537
-6,407
| -6% | -$2.98M | 0.34% | 56 |
|
|
2024
Q2 | $46.2M | Buy |
103,944
+5,803
| +6% | +$2.31M | 0.33% | 53 |
|
|
2024
Q1 | $39.2M | Sell |
98,141
-2,619
| -3% | -$990K | 0.28% | 70 |
|
|
2023
Q4 | $34M | Buy |
100,760
+12,816
| +15% | +$3.82M | 0.26% | 72 |
|
|
2023
Q3 | $25.7M | Buy |
87,944
+12,138
| +16% | +$3.79M | 0.22% | 83 |
|
|
2023
Q2 | $25.9M | Buy |
75,806
+4,008
| +6% | +$1.21M | 0.2% | 87 |
|
|
2023
Q1 | $18.3M | Buy |
71,798
+9,080
| +14% | +$2.24M | 0.15% | 137 |
|
|
2022
Q4 | $16.6M | Sell |
62,718
-6,479
| -9% | -$1.58M | 0.15% | 159 |
|
|
2022
Q3 | $13M | Sell |
69,197
-588
| -0.8% | -$126K | 0.12% | 203 |
|
|
2022
Q2 | $14M | Sell |
69,785
-8,213
| -11% | -$1.93M | 0.11% | 224 |
|
|
2022
Q1 | $23.5M | Sell |
77,998
-21,646
| -22% | -$6.32M | 0.14% | 162 |
|
|
2021
Q4 | $35.8M | Buy |
99,644
+9,650
| +11% | +$3.32M | 0.19% | 105 |
|
|
2021
Q3 | $29.8M | Sell |
89,994
-5,967
| -6% | -$2M | 0.18% | 101 |
|
|
2021
Q2 | $29.4M | Buy |
95,961
+12,507
| +15% | +$3.51M | 0.17% | 107 |
|
|
2021
Q1 | $20.6M | Sell |
83,454
-33,690
| -29% | -$8.48M | 0.13% | 158 |
|
|
2020
Q4 | $31.9M | Buy |
117,144
+3,669
| +3% | +$911K | 0.2% | 83 |
|
|
2020
Q3 | $26.8M | Sell |
113,475
-23,112
| -17% | -$5.19M | 0.19% | 88 |
|
|
2020
Q2 | $25.9M | Buy |
136,587
+13,089
| +11% | +$2.35M | 0.2% | 93 |
|
|
2020
Q1 | $20.4M | Sell |
123,498
-19,962
| -14% | -$3.66M | 0.21% | 99 |
|
|
2019
Q4 | $28.3M | Sell |
143,460
-15,804
| -10% | -$2.96M | 0.21% | 88 |
|
|
2019
Q3 | $28.7M | Buy |
159,264
+11,106
| +7% | +$1.92M | 0.23% | 81 |
|
|
2019
Q2 | $25.9M | Sell |
148,158
-3,114
| -2% | -$534K | 0.21% | 85 |
|
|
2019
Q1 | $28.8M | Buy |
151,272
+21,624
| +17% | +$3.84M | 0.23% | 69 |
|
|
2018
Q4 | $20.7M | Sell |
129,648
-54,171
| -29% | -$9.18M | 0.18% | 99 |
|
|
2018
Q3 | $35.2M | Buy |
183,819
+43,233
| +31% | +$7.68M | 0.23% | 55 |
|
|
2018
Q2 | $22.4M | Sell |
140,586
-483,585
| -77% | -$73.7M | 0.15% | 115 |
|
|
2018
Q1 | $85.9M | Sell |
624,171
-52,044
| -8% | -$7.26M | 0.21% | 71 |
|
|
2017
Q4 | $82.3M | Buy |
676,215
+100,530
| +17% | +$12.6M | 0.19% | 86 |
|
|
2017
Q3 | $66.9M | Sell |
575,685
-77,931
| -12% | -$8.49M | 0.16% | 129 |
|
|
2017
Q2 | $67.9M | Sell |
653,616
-50,949
| -7% | -$4.9M | 0.18% | 124 |
|
|
2017
Q1 | $60M | Sell |
704,565
-66,024
| -9% | -$5.22M | 0.16% | 168 |
|
|
2016
Q4 | $54.3M | Buy |
770,589
+260,217
| +51% | +$19.1M | 0.16% | 179 |
|
|
2016
Q3 | $41.1M | Sell |
510,372
-2,502
| -0.5% | -$192K | 0.13% | 269 |
|
|
2016
Q2 | $37.7M | Sell |
512,874
-21,456
| -4% | -$1.51M | 0.12% | 294 |
|
|
2016
Q1 | $35.7M | Sell |
534,330
-126,729
| -19% | -$7.85M | 0.11% | 302 |
|
|
2015
Q4 | $40.1M | Sell |
661,059
-301,365
| -31% | -$16.9M | 0.12% | 279 |
|
|
2015
Q3 | $49.1M | Sell |
962,424
-203,886
| -17% | -$11.5M | 0.15% | 152 |
|
|
2015
Q2 | $62.8M | Buy |
1,166,310
+41,544
| +4% | +$2.32M | 0.16% | 131 |
|
|
2015
Q1 | $63.1M | Buy |
1,124,766
+155,376
| +16% | +$8.79M | 0.15% | 148 |
|
|
2014
Q4 | $57M | Buy |
969,390
+325,692
| +51% | +$18.1M | 0.14% | 168 |
|
|
2014
Q3 | $33M | Sell |
643,698
-10,800
| -2% | -$536K | 0.08% | 426 |
|
|
2014
Q2 | $29.9M | Sell |
654,498
-262,053
| -29% | -$11.6M | 0.08% | 475 |
|
|
2014
Q1 | $44.6M | Buy |
916,551
+358,983
| +64% | +$16.9M | 0.13% | 193 |
|
|
2013
Q4 | $23.8M | Sell |
557,568
-44,451
| -7% | -$1.87M | 0.07% | 475 |
|
|
2013
Q3 | $25.2M | Buy |
602,019
+198,549
| +49% | +$8.77M | 0.09% | 309 |
|
|
2013
Q2 | $22.7M | Buy |
+403,470
| New | +$22.2M | 0.1% | 275 |
|
Other funds holding ISRG
VCM
VPM
Guggenheim Capital's ISRG Position: Q1 2026 in Review
Guggenheim Capital reduced its Intuitive Surgical (ISRG) stake by 7.2% in Q1 2026, selling an estimated $3.8M and leaving 97,000 shares worth $44.7M. The position accounts for 0.35% of the portfolio, ranked #57.
Guggenheim Capital first reported a position in ISRG in Q2 2013 and has held it in 52 quarters since. The position peaked at $85.9M in Q1 2018. 2,302 funds tracked by Wall St. Rank hold ISRG as of Q1 2026.
- Guggenheim Capital held 97,000 shares of Intuitive Surgical worth $44.7M as of Q1 2026.
- Guggenheim Capital sold 7,511 Intuitive Surgical shares in Q1 2026, an estimated $3.8M.
- Intuitive Surgical made up 0.35% of Guggenheim Capital's portfolio in Q1 2026, its #57 holding.
- Guggenheim Capital first reported a position in Intuitive Surgical in Q2 2013 and has held it in 52 quarters since.
- Guggenheim Capital's Intuitive Surgical position peaked at $85.9M in Q1 2018.
- 2,302 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2026.
Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.